Wondering what types of custom data sites are using in their Plans. Specifically if any sites are using "calculated" fields like Lifetime Giving, Last Gift or Next Performance. We are thinking of adding such data - with plan to generate data in an overnight procedures.
Anyone doing this? Thought?
Thanks
We primarily use the custom data on Plans to hold additional fields related to our grant process (proposal title, lead organization, subcontracts, grant maker program, indirect ask/funded amounts, and overall ask/funded amounts). We have a separate custom table and screen for nightly summaries of gift information by constituent. The summaries were a feature of our legacy system that we wanted to replicate in Tessitura so we could accurately reflect credits in our lifetime and fiscal year totals. The FY totals are for current and last 3 years and we break that out between grand total new gifts and pledges, total payments, and total unrestricted Annual Fund. We have first/latest/largest gift dates and amounts that will sum gifts/pledges with multiple allocations as long as they have the same contribution date. The table also holds outstanding pledge balance and total raised for the people who participate in our peer-to-peer fundraising events.
We recently learned about custom portfolio elements from a Tessitura consultant and are creating custom elements for gift information that can added to the portfolio screen.
Angela
We have 15 portfolio custom elements which are calcluated on the fly with no need to generate data using overnight procedures. Some of them use existing views and some use custom views that I have created. The elements are:
I'd be happy to send you the details from our TR_PORTFOLIO_CUSTOM_ELEMENTS table and the procedures for creating the custom views if you're interested.
Sarah
Sarah,
I'd be interested in seeing the details from your table. Would you mind sending them mdummerth@centerstage.org ? Thanks!
Madeline
I'd love to see these also. I had a request from the Ballet to add a few of these elements and it would be so helpful to not have to reinvent the wheel!
My email: musadel@phoenixsymphony.org
Thank you!
Michelle
I'd also love to see the details. Can you please sen them to stevens@midlandcenter.org? Thank you so much!
Terry
Hi Sarah
We here at Qld Ballet would really love some assistance with Portfolios and Plans. We are currently doing the set up and training with our Foundation and Corporate Partnerships team and it would be great if we could be sent the details and set up procedures please <jlaing@queenslandballet.com.au>.
Many thanks,
Jenn
Hi Sarah,
I am currently in the process of attempting to add a few of these custom elements and would immensely appreciate if you could share your code with me!
My email is: hpeabody@handelandhaydn.org
Thank you for your help!
Haley